Acumatica cloud ERP

Acumatica Cloud ERP is a cloud-based enterprise resource planning (ERP) software that provides a suite of applications for financial management, distribution, project management, and customer management.

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Acumatica is a cloud-based, fully integrated and customizable enterprise resource planning (ERP) software. Acumatica integrates financial management, customer management, supply chain management, project management, and other business applications into a single software solution.

Acumatica Cloud ERP is designed for small and mid-sized enterprises and offers a suite of applications that can meet the needs of businesses across all industries. Acumatica offers a range of modules for financials, customer management, supply chain management, project management, and more, providing businesses with the tools they need to efficiently manage all aspects of their operations.


Acumatica is a cloud-based enterprise resource planning (ERP) solution that offers versatility and adaptability to businesses of all sizes and industries. With its open architecture, businesses can easily integrate Acumatica into their operations. Its modular design allows for easy scalability, giving businesses the flexibility to start with the features they need and add on as their business grows.

Acumatica's ERP solution provides comprehensive coverage of all aspects of a business, including sales, marketing, financial management, project management, HR, manufacturing, operations, and inventory management, as well as website and e-commerce site management. There are a range of specialized industry solutions available to meet the specific needs of businesses.

When it comes to software, Acumatica Cloud ERP has got you covered. The full suite offers a range of applications to meet all business needs. And, if a business requires a specific application not included in the suite, they can easily find it through the Acumatica Partner network.

Acumatica's open architecture also enables businesses to develop custom applications or modules tailored specifically to their needs, so they can get exactly what they need from their ERP software.

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Why use acumatica as Cloud ERP 

Acumatica is a cloud based ERP

Cloud-based ERP (Enterprise Resource Planning) systems are becoming increasingly popular among businesses of all sizes.

By hosting the ERP software on remote servers, accessed via the internet, companies can benefit from greater accessibility, scalability, and security.

Cloud-based ERP can also provide cost savings for companies, eliminating the need for expensive hardware, software, and IT resources.

With continuous updates and access to the latest technology, cloud-based ERP is a cost-effective solution for modern businesses looking to streamline and improve their operations.

Acumatica ERP solution is mobile friendly

Mobile compatibility is a vital feature for modern ERP systems, and Acumatica is no exception. The cloud-based nature of Acumatica allows for seamless integration with mobile devices, giving businesses the flexibility and convenience of accessing important information and performing critical tasks from anywhere and at any time.

With its responsive design and native mobile apps for iOS and Android, Acumatica provides a user-friendly and efficient experience for its users. 

With its mobile compatibility, Acumatica offers businesses a powerful tool to manage their operations, respond to customers, and stay ahead in today's fast-paced digital world.

Acumatica is a scalable cloud ERP

Scalability is a crucial aspect of ERP (Enterprise Resource Planning) systems for businesses looking to grow and evolve. An ERP system must be able to adapt to the changing needs of a business, whether that involves increasing the number of users, adding new functionalities, or handling a growing volume of data.

Scalability can be achieved in different ways, but cloud-based ERP systems provide some of the best options. With cloud ERP features, businesses can scale up or down their usage of the system as needed, without having to worry about the technicalities or costs of managing the infrastructure.

Acumatica ERP offers a lot of customization options

Acumatica offers a range of customization options, both at the user interface and functional levels, allowing businesses to tailor the system to meet their unique needs and requirements.

With its open architecture and development tools, businesses can easily make customizations to fit their processes, workflows, and reporting needs.

Additionally, Acumatica offers the ability to add custom fields, workflows, and dashboards, giving businesses the ability to personalize the software to fit their business needs.

This level of customization helps ensure that businesses can optimize their operations, reduce inefficiencies, and increase overall productivity.

Acumatica Business Solutions

Acumatica, is a part of cloud-based ERP solutions, offers a wide range of integrated applications and tools to meet the diverse needs of businesses across various industries. With its advanced technology, Acumatica provides an easy-to-use platform with ERP features that enables organizations to fully automate and streamline their processes, eliminating the need for forced integrations between different software and applications. This results in a one-stop solution that offers a comprehensive range of features and functionalities to help businesses manage their operations effectively and efficiently.

Financial Management Multi-Entity & Intercompany Accounting Project Accounting CRM Payroll Management Reporting, Dashboards Inventory Management Warehouse Management System Order Management Point of Sale Commerce Connectors Construction Management Manufacturing Management Service Management

Acumatica Financial Management

Acumatica Financial Management is a powerful and versatile solution that offers a wide range of financial management tools and functionalities. Designed for businesses of all sizes, Acumatica Financial Management provides real-time insights into financial data and enables organizations to effectively manage their financial operations. With its flexible and user-friendly interface, financial professionals can easily access and analyze important financial information, including general ledger accounts, accounts payable and receivable, cash management, and more.

General Ledger

The General Ledger (GL) serves as the primary accounting record for a company and keeps a record of all financial transactions. This information is then utilized to produce the firm's financial reports, such as the Income Statement and Balance Sheet.

Accounts Payable

Software for Accounts Payable allows you to keep a watchful eye on your cash flow by keeping track of all your pending invoice payments. It also includes information on discounts, payment deadlines, and cash needs.

Currency Management

Minimizing financial risk in a rapidly growing company requires careful management of currency values, not just automating calculations for transactions in different countries. Having a robust currency management system in place is crucial to ensure a secure financial future.

Deferred Revenue Accounting

Streamline the recognition of deferred revenue with software that automates the calculation process. Ensure accurate accounting of deferred revenue and expenses by seamlessly integrating with other financial modules.

Recurring Revenue Management

Simplify the process of billing customers on a regular basis and enhance revenue potential through enhanced cash flow, precise billing, and exceptional customer service.

Time Management

Acumatica's Time Management solution allows for the efficient tracking of employee or crew hours for projects, services, and payroll. This is made possible through the use of mobile time entry and a customizable approval process.

Bank Feeds

Acumatica integrates with over 14,000 financial institutions, enabling you to easily import bank transactions and link various accounts, such as savings, checking, and credit cards, to cash and expense accounts within the system.

Project Accounting

Streamline the management of financials for your business initiatives through budgeting, inventory tracking, change order management, time sheet tracking, billing, profitability analysis, and reporting. Enjoy full multi-currency support and have your project data seamlessly integrated into your company-wide financial reports.

Mobile ERP Applications

With Acumatica's mobile app, boost your efficiency by having on-the-go access to essential ERP data. Stay connected and manage all of your business with a real-time information access from anywhere in your organization.

Accounts Receivable

Tracking outstanding payments is made effortless with accounts receivable software. This software keeps track of all the revenue your company is entitled to but has yet to receive, including invoices for delivered goods and services.

Cash Management

With a centralized platform for financial transactions, you can effortlessly keep track of your company's cash flow and ensure that all daily transactions, including funds transfers, bank reconciliation and cash balances are managed efficiently. This allows for informed decision-making that drives the company towards a successful future.

Tax Management

With a comprehensive tax accounting solution, companies can streamline their tax processes by setting up tax rates, conducting tax accounting, and producing tax reports all within a single platform. This integration with financial management enables accurate calculation of taxes in each transaction.

Multi-Entity & Intercompany Accounting

Simplify financial management across multiple subsidiary companies with streamlined accounting and reporting. Reduce the risk of errors and inaccuracies in financial statements.

Fixed Assets

Generate precise financial statements, take advantage of tax optimization, and adhere to regulatory requirements. Keep a clear view of your company's fixed assets and their depreciation calculations, with the ability to add assets through AP purchases, file import or manual entry.

Advanced Expense Management

Acumatica's Advanced Expense Management solution streamlines the expense tracking process, providing improved accuracy in both accounting and project costing and billing. 

Reporting, Dashboards, and Data Analysis Toolkit

Accelerate business insights and make informed decisions with real-time reporting and personalized dashboards, delivering customized views of your organization.

Payroll Management

Optimize personnel costs and improve accuracy by utilizing a comprehensive payroll management system across your organization.

Acumatica Global Financials

Simplify cross-border financial operations and improve decision-making with Acumatica Global Financials. This solution streamlines financial management across multiple entities in different countries, all on a modern cloud platform.

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Acumatica Multi-Entity & Intercompany Accounting

Acumatica Intercompany Accounting provides efficient accounting and reporting for multiple businesses, reducing the chance of errors in financial statements.

Account Based Controls

Avoid intercompany reconciliation issues by limiting intercompany transactions to certain accounts.

Company Bank Accounts

Track intercompany transactions in real-time with cross-company general ledger entries. Automatically create adjusting journal entries to reconcile intercompany balances.

Account Allocations

Track intercompany transactions in real-time and perform reconciliation with ease by using the built-in intercompany matching and reconciliation features.

Cross Company Sales

This feature eliminates manual data entry, improves accuracy and saves time by streamlining intercompany transactions.

Centralized Purchasing and Invoicing

Centralize purchasing and invoicing by integrating Accounts Payable (AP), Accounts Receivable (AR), and Sales Order Management (SO). Purchase items and create sales orders in other companies while ensuring appropriate approvals.

Asset Transfers

Track and manage intercompany loans, equity investments, and other financing activities in the General Ledger (GL) module. Automatically create adjusting entries for intercompany transactions.

Support for Different Financial Calendars

Multiple legal entities within the same tenant can have different fiscal year-end dates, streamlining implementation and simplifying maintenance for shared vendors, stock items, and employees. Consolidated operational reports can be run at any time, making the preparation of consolidated financial statements easier.

Restrict Access

Acumatica provides the option to restrict user access to customer or vendor records by branch or company, ensuring better security and confidentiality. This allows you to manage access to sensitive information in a controlled manner.

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Acumatica Project Accounting

Streamline financial reporting for business initiatives with budgeting, inventory, change orders, time sheets, billing, profitability, and reporting all in one place. Get a comprehensive view with Acumatica Projects Accounting included in company-wide financial reports that support multiple currencies.

Project Cost Tracking

Track project expenses, revenue, and budget efficiently and effectively with the Project Management software. Establish projects and tasks, then assign personnel, resources, and equipment for full visibility.

Time Management

Acumatica's Time Management solution enables the tracking of employee or crew hours for project, service, and payroll purposes through mobile time entry and adaptable approval processes.

Advanced Billing

Easily handle project billing with various methods, including cost plus, fixed price, time and materials, milestone billing, and contract-specific pricing.

Advanced Expense Management

This Acumatica module automates the expense reporting process, making it easier to capture, approve, and track expenses. It eliminates the need for manual data entry, reducing errors and increasing accuracy, which in turn helps to improve the accuracy of financial reports and project costs.

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Acumatica CRM

Acumatica's Customer Relationship Management (CRM) software helps you manage customer interactions, leads, opportunities, and activities. It provides a 360-degree view of customer data and helps you build long-term customer relationships by streamlining the customer journey.

Sales Automation

Sales automation streamlines processes such as lead and opportunity management, sales forecasting, territory management, and quote and order processing, enabling sales teams to focus on customer relationships and closing deals, rather than manual administrative tasks.

Service and Support Automation

This integration helps to provide a seamless customer experience by centralizing customer information and automating processes for customer engagement, support, and follow-up. The result is improved customer satisfaction and stronger customer relationships.

Acumatica for HubSpot Connector

The integration of Acumatica with HubSpot helps to streamline and optimize marketing and sales processes, delivering a seamless customer experience and maximizing ROI for marketing campaigns. The unified CRM and HubSpot Connector allows for the creation, execution, and tracking of integrated marketing and sales campaigns.

Integrated Marketing

Acumatica's integrated marketing solution improves collaboration between sales, marketing and support, while maximizing ROI for each marketing dollar spent by connecting marketing with financials and content management.

Customer Self-Service Portal

Acumatica provides a flexible, cloud-based platform that enables organizations to deliver value to their customers through enhanced information access and improved business processes. This can be achieved by offering customers new ways to interact with the company, such as through self-service portals or mobile applications.

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Acumatica Payroll Management

Automate time and attendance tracking with flexible time tracking options, including web and mobile time clocks, manual time cards, and integrated biometric devices with Acumatica Payroll Management.

Pay Groups

Automatically calculate payroll taxes and withhold amounts based on federal, state, and local tax regulations. Generate electronic tax forms, W-2s, and other reports to comply with tax regulations.

Allow employees to view their own payroll records and update personal information. Employees can access payroll information 24/7 and request time-off or make changes to their information.

Tax Rates

Additionally, you can also set up tax exemptions and exclusions to ensure accurate payroll tax calculations. This reduces the chances of errors, minimizes the need for manual adjustments, and keeps you in compliance with regulations.

Earning Type Codes

Earnings codes can be easily defined, making it easier to manage payroll as you don't need to remember hundreds of pay codes, only a few simple and memorable earnings codes.

Deductions and Benefits

Track employee deductions and employer contributions easily. If a deduction and benefit are related, enter the information only once for both. Manage benefits efficiently. Automatically stop calculating Worker's Compensation when the wage limit is reached.

Canadian Payroll Support

Efficiently handle payroll for both American and Canadian divisions with centralized processes. Manage payroll and paid time off in each employee's local currency and regulations, ensuring compliance with government standards. Automatically include unused PTO in final paychecks and automate bank transactions for ACH transfers to meet Canadian requirements. (Available in managed availability).

Employee Classes

Track and manage employee time off with an intuitive and easy-to-use PTO (Paid Time Off) tracking system. Set accrual policies for different types of leave, including vacation, sick, and personal time. Automatically calculate PTO balances and track time-off requests. Approve or reject PTO requests with one-click, and easily see all approved, pending, and rejected requests in one place.

Payroll Attributes

Track specific payroll information relevant to your state or location, such as information for ACA or W-2s, using payroll attributes. You can add company-specific attributes to gain greater flexibility in tracking information.

Overtime Rules

Easily set up overtime rules to automatically apply to employees' paychecks. Rules can be based on daily or weekly parameters and can consider factors such as state, project, or union.


Access a variety of pre-built payroll reports and utilize inquiry screens for fast data review. Access your payroll data from anywhere, on any device, at any time.

Mobile Support

Allow employees to check paychecks, view and print pay stubs from their mobile devices for convenient access.

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Acumatica Reporting, Dashboards, and Data Analysis Toolkit

Acumatica's reporting and analytics features provide real-time visibility into key performance indicators, enabling you to make informed decisions quickly and efficiently. With the ability to create custom reports and dashboards, you can easily monitor and analyze data specific to your business needs.

Acumatica Reporting

Acumatica's reporting tools provide business intelligence and real-time insights through personalized dashboards and customized reports to help you make informed decisions and achieve greater success.

Acumatica Generic Inquiries for reporting and analytics

Acumatica's Generic Inquiries allows users to create custom reports and retrieve data from various ERP modules through an intuitive user interface. The data can be exported to various formats, including Excel, for further analysis and reporting.

Acumatica Dashboards

Acumatica dashboards provide an intuitive and customizable way to view critical business data in real-time, offering a quick and effective means of monitoring key performance indicators, making data-driven decisions, and tracking progress towards business goals.

ERP Business Intelligence and Analytics in Acumatica

Acumatica's reporting and analytics capabilities enable users to create customized dashboards and reports by integrating data from multiple sources to provide a comprehensive view of the organization's performance.

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Acumatica Inventory Management

Acumatica Inventory Management software enables you to manage your inventory more efficiently by providing real-time visibility into stock levels, improving demand forecasting, automating ordering processes, and tracking item movements. This helps to reduce stock-outs, minimize surplus inventory, and improve customer satisfaction.


Acumatica's Inventory Software uses replenishment rules to automate ordering and restocking, reducing manual effort and improving inventory accuracy.

Sub-Items and Matrix Items

Matrix items simplify order fulfillment by enabling the creation of complex products with multiple variants, reducing the need for manual data entry and saving time and effort.

Pricing, Discounts, and Promotions

Manage complex pricing and discount policies including volume discounts and multiple discounts per item. Maintain policies for price overrides, customer pricing, and commissions.

Non-Stock Items

Define shipping methods and lead times for inbound and outbound deliveries. Provide automatic calculation of expected delivery dates based on lead time and shipping method.

Role-Based Dashboards

Role-based dashboards in Acumatica provide real-time insights for key performance indicators (KPIs) such as sales orders, quotes, shipments, receipts, and employee productivity, with the ability to drill down for more detailed information. This allows sales managers, purchasing managers, shipping clerks, and receiving clerks to stay on top of their business, make informed decisions, and optimize operations.

Stock Turnover

Improve your inventory control and retail management by monitoring inventory turnover with real-time data. Utilize the inventory turnover ratio analysis to identify slow-moving or outdated stock, adjust stock levels for quickly sold items to prevent stock shortages and emergency orders, optimize stock placement in the warehouse, enhance replenishment methods, and compare your turnover rate to others in the industry.

Location Management

This allows for efficient and accurate management of inventory across multiple locations, improving fulfillment times and reducing the risk of stock shortages or overstocking.

Physical Inventory

Create movement classes and ABC rank codes to categorize inventory based on its frequency of movement, helping to determine the physical inventory frequency for each item and optimize the process.

Customer and Vendor Items

Acumatica's Inventory software allows to manage multiple vendors for each item, with a preferred default vendor, and set minimum frequency for deliveries, minimum or maximum order quantities and cross-references between internal, vendor and customer items. This helps in streamlining the procurement and inventory management processes.

Stock Conversions

Converting non-stock items to stocked items allows the inventory management system to track the quantities and movement of these items, providing a more accurate picture of inventory levels and helping to optimize warehouse operations. On the other hand, converting stocked items to non-stock items reduces the need for tracking inventory quantities for these items, simplifying the inventory management process.

Side Panels

Users can access relevant information quickly and easily, streamlining processes and improving efficiency. The panels allow for real-time updates and provide a centralized location for all information related to customer orders, shipments, and more.

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Acumatica Warehouse Management System

Acumatica's Warehouse Management System includes features such as barcode scanning, real-time inventory updates, pick, pack and ship management, and multi-bin and multi-location support.


Use barcode scanning to streamline and verify the accuracy of the picking process. Minimize errors, improve productivity, and enhance customer satisfaction with a flexible and efficient order fulfillment system.


Automatically calculate shipping costs and update sales orders with shipping details, including tracking numbers and delivery status. Manage returns and exchanges with ease using automated workflows, including receiving, restocking, and issuing credits. Keep track of shipping, receiving, and stock movements in real-time.


Acumatica provides customized dashboards for different roles in procurement and supply chain management, including Purchasing Managers, Shipping Clerks, and Receiving Clerks. These dashboards offer real-time insights into key performance indicators, including sales orders, shipments and receipts, on-time shipping ratio, order fill rates, late orders, profitability, return rate, suggested purchase orders, and employee productivity, with actionable drilldowns for quick decision-making.


Acumatica's warehouse management system helps to ensure safe transport of products by providing adequate package sizes and packing materials. Barcodes and lot/serial numbers are supported for accurate order completion and errors can be easily corrected in terms of amount, weight, and items. The integration with digital scale and printer also helps to automatically weigh and print labels and packing slips.

Side panels

Distribution side panels allow for quick and easy access to important information, making it simple for users to manage vendors, items, and order details. These panels streamline the management of sales orders, shipments, purchase orders, receipts, stock and non-stock item maintenance, kit assembly, and template item maintenance.


Inventory management solutions from Acumatica provide real-time visibility into inventory levels, usage patterns, and other critical metrics to help you make informed decisions about stock levels, warehouse organization, and replenishment strategies.

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Acumatica Order Management

Acumatica's order management software streamlines the entire order process, from quote to order to shipping and invoicing, to provide a complete view of the order lifecycle and help companies make better business decisions.

Purchase Order Management

Acumatica's procurement management software enables you to optimize your supply chain and gain greater visibility into purchasing activities, reducing manual work and improving efficiency.

Sales Order Management

Acumatica order processing software allows you to manage sales activities efficiently and streamline the sales process, providing you with real-time visibility into order fulfillment, shipment creation, pricing, discounting, and stock status inquiries.

Requisition Management

It streamlines the requisition process, allowing for efficient and effective management of purchase orders, receipts, invoices, and payments, reducing costs and improving vendor relationships.

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Acumatica Point of Sale (POS)

Efficiently handle sales transactions with a touch-screen compatible and mobile-friendly application that is connected to cash registers, barcode scanners, receipt printers, and credit card terminals.

System-Wide Integration

Acumatica Point of Sale enables real-time integration of sales transactions with inventory, financials, and customer management data, providing accurate and up-to-date information to support decision-making. It also offers multi-store support and central management of inventory, customer data, and sales.

Barcode Scanning

Automate sales tax calculation based on the customer's location, date of transaction, and product. Accept payments using multiple payment types, such as cash, credit card, or gift card. Automatically print receipts or email them to customers.

Real-Time Inventory

Access real-time inventory levels across all retail store and warehouse locations to ensure accurate order fulfillment and inventory management.

Credit Cards

Process credit card transactions securely with PCI-compliant credit card processing, which supports EMV chips, pre-authorizations, electronic signature capture, and optional email receipts.

Will Call

Allow customers to place orders online, and automatically sync those orders to your POS system. Customers can choose to pick up their order in-store or have it shipped directly to them.

Customer Management

With the integrated CRM feature, you can have a comprehensive view of your customers and transactions, allowing you to gain valuable insights into customer behavior and purchase history. Additionally, you can easily create new customers from the point of sale system and every transaction is automatically recorded and available for reporting and inquiry in Acumatica.

Rapid Order Entry

Customize the layout of the point of sale screen to meet your specific requirements. This can include adding custom fields, and modifying the layout and behavior of the screen, including adding new buttons and changing the order of fields. Track your sales and analyze your data with the reporting capabilities of Acumatica Point of Sale.

Cash Register

Easily connect to cash registers and automatically open the drawer after each cash transaction. End-of-day or end-of-shift register receipts and reports can be reconciled for drawer accuracy.

Receipt Printers

Easily print receipts, invoices, and other documents to provide customers with a professional, clear, and concise record of their transactions. You can choose from pre-formatted solutions for tape or full-page receipts, and connect to receipt printers and other printers to ensure seamless transactions and high-quality customer experiences.

Customer Returns

Create new counter orders and manage returns and exchanges efficiently in one transaction using the Point of Sale system.

Special Orders

Track special orders and view supplier shipment information directly within the application. Manage inventory for special orders separately from in-stock items.

Payment Plans

Track and manage installment payment plans, including processing payments and updating the status of each installment plan within the Point of Sale system.

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Acumatica Commerce Connectors

With Acumatica's built-in integrations with Amazon, BigCommerce, and Shopify, you can connect your eCommerce platform to Acumatica's financial, inventory, product data, and fulfillment capabilities in real-time.

Native Integrations

The integration with popular eCommerce platforms Amazon, BigCommerce, and Shopify is included in Acumatica Retail-Commerce Edition, so you don't need to buy additional software to use these integrations.

End-to-end Visibility

With Acumatica's retail-commerce edition, you can access a real-time view of all your eCommerce data, financials, warehouse, and inventory information from anywhere, at any time. This provides greater visibility and control over your business operations.

Real-time Communication

Provide customers with real-time information about product availability, shipping methods, and estimated delivery dates. Automate order fulfillment by triggering the creation of shipping and tracking information in the warehouse management system.

Protect Customers' Personal Information

Ensure secure data transfer and storage with advanced encryption technology to comply with privacy regulations and protect sensitive information.

Magento Integration

Acumatica also provides integration with Magento for an additional fee.

Data Synchronization

Acumatica provides a single, connected platform for all your business operations, including eCommerce, by synchronizing data across systems for a comprehensive view of customer, product, sales order, and other information.

Manage Commerce Risk

Comply with privacy regulations using advanced encryption. Keep buyers anonymous and their personally identifiable information (PII) protected.

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Acumatica Construction Management

Acumatica's Cloud ERP Construction Management solution provides construction companies with real-time visibility into their business operations, driving success through powerful business intelligence.


Acumatica's construction management software links the contract details and tasks in the project plan with all change orders for comprehensive visibility.

Job Costing

Capture project costs for labor, materials, and equipment from any device for real-time updates to project management and accounting. Automatically calculate taxes for a project using tax zones specified in the project, which are retrieved and calculated for invoices, purchase orders, subcontracts, and expenses.

Daily Field Reports

Simplify and improve field management by providing all stakeholders with access to the same information, such as subcontractor updates, job site visitors, issue tracking, change tracking, and weather updates. Enhance project planning, progress tracking, scheduling, and billing with mobile entry of units installed or used during project tasks.

CFMA Benchmarker

Acumatica streamlines collaboration with CFMA by allowing for the submission of pre-configured construction financial data for inclusion in the CFMA Benchmarker survey. This enables you to compare your results against CFMA member peers using a custom dashboard featuring financial ratios such as corporate return on assets and return on equity from CFMA members within your region.


With Acumatica's Construction Management software, you can manage lien waivers, insurance certificates, releases, and status updates easily. You will receive alerts for expirations and other important information, ensuring your staff and suppliers are always informed.


Acumatica provides support for managing initial retainage and any changes to streamline invoicing and payments. This includes tracking retainage for progress billing and time and material billing, and calculating project cost commitments as applicable to retainage in purchase orders.


This helps ensure that all costs are accounted for, budgets are up-to-date, and profits are maximized.

Change Orders

Simplify change order management by automatically updating project budgets and commitments in real time, and easily tracking change order impact on project revenue and costs. Use change orders to track, analyze, and communicate changes to a project's budget, commitments, and costs.

Project Billing

Generate invoices easily and quickly by confirming details from one screen, including pro forma, progress, and time and material invoices. With flexible progress billing options based on quantity such as linear footage or square footage, risk is reduced for project owners while meeting the unique business needs of customers.

Joint Checks

With Acumatica's Cloud ERP Construction Management software, purchase requisitions, contracts, and inventory control are integrated with subcontracts, making it easier to manage projects and joint checks.


Acumatica supports the management of multiple union, local, class, benefit packages, and complex wages, as well as certified wages and executive compensation.

Mobile App

Capture project information and improve efficiency by using the Acumatica mobile app to create, edit, or delete submittals, change requests, time tracking, and project issues with file or photo attachments, and by streamlining service expenses with scanned receipt image recognition.

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Acumatica Manufacturing Management

With Acumatica’s Manufacturing Management solution, you can streamline your production processes, improve quality control, and increase agility to meet changing market demands. You will have real-time visibility into every aspect of your operations, from raw materials and work-in-progress to finished goods, enabling you to make informed decisions and drive efficiency. With advanced features like multi-level Bill of Materials (BOM), multi-level routing, and capacity planning, you can easily configure complex products and respond to shifting demand

Bill of Materials and Routing

Acumatica Manufacturing Edition's Bill of Material (BOM)/Routing module allows for convenient one-screen access to create, maintain, and control product and process master data definitions.

Material Requirements Planning (MRP)

Optimize production schedules and reduce costs by using the capacity planning and scheduling tool. The tool considers machine, labor, and material constraints to determine the best production schedule.

Product Configurator

The rules-based product configurator in Acumatica streamlines bill of material creation, improves costing, and simplifies sales processes for greater efficiency.

Acumatica for Arena Native Connector

The integration between Arena and Acumatica streamlines the process of transferring engineering bills of material, item revisions, and items from Arena to Acumatica manufacturing bills of material and inventory, resulting in an automated and efficient process.

Manufacturing Estimates

Simplify the process of creating cost estimates for new products by integrating manufacturing estimating with quotes and CRM. Control costs and markup with the ability to differentiate between fixed and variable elements.

Production Management

Acumatica's Manufacturing Edition offers versatility to handle production processes in a variety of manufacturing environments such as make-to-stock, make-to-order, engineer-to-order, configure-to-order, project-centric, job shop, batch, and repetitive manufacturing.

Advanced Planning and Scheduling

Optimize production processes with detailed resource utilization tracking, capacity planning, and real-time analysis of the status of production orders.

Engineering Change Control (ECC)

Streamline product development and version control with the Engineering Change Control feature in the Acumatica Manufacturing Edition, which manages updates to bills of material and routings and controls effectivity dates impacting material planning, costing, and scheduling.

Manufacturing Data Collection (MDC)

Automate the process of entering shop floor data, including material and labor transactions, to streamline production.

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Acumatica Service Management

Accelerate service delivery and increase profitability by using Acumatica's Service Management software, which allows efficient scheduling of field personnel and real-time tracking of work progress.

Calendar Boards

Track and manage resources, materials, and equipment used on appointments and job sites. Improve communication between the office and field technicians with mobile access to work orders and appointment details. Manage warranty and post-warranty service contracts, as well as service agreements.

Resource Scheduling

Assign technicians to work orders and track labor hours, materials, and expenses used on the job. Automatically update inventory levels and invoice customers when work is complete.

Route and Resource Tracking on Maps

Track inventory and costs by job, customer, and by order. Track technician hours and expenses against a budget and billable hours against an estimate.

Multi-Language and Localization

Multi-language support enables global businesses to work efficiently in their preferred language and date/number formats. The option to set a default language by user and across different platforms (web, mobile app) adds convenience and flexibility.

Link AP Bills

Track and allocate costs accurately, including labor, materials, and expenses by appointment. Enhance financial analysis and cost control by linking accounts payable bills to field service appointments.

Enterprise-Wide Integration

All of these features are part of the Acumatica Service Management module, which helps you streamline and optimize your field service operations for increased efficiency and customer satisfaction.


Track actual work time, expenses, and billable services. Automate invoicing for services performed in the field and for items sold or installed on site. Easily track warranty, contract, or service agreement information and receive alerts when contracts are about to expire.

Flexible Billing

Include costs for labor, materials, and expenses in invoices, and bill customers for equipment rentals or time and material charges. Support for recurring invoices and subscription-based billing.

Mobile App

Allow technicians to access customer information, appointment details, and service history in real-time from the field using the mobile app. Improve communication and reduce administrative work by updating appointment information on-the-go.

Warranty Management

Warranty management in Acumatica helps streamline the process and improve accuracy of tracking warranty periods and components.

Contracts and Renewals

Track service contract obligations, billings, and customer interactions from initial contract creation through completion, to help ensure high levels of customer satisfaction and streamline contract administration processes.

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Acumatica, a cloud ERP for all businesses

Acumatica Cloud ERP
For construction industries

Streamline your construction projects and drive success with a user-friendly cloud-based ERP that connects managers, supervisors, sub-contractors, and clients for seamless collaboration.

Acumatica Cloud ERP
For wholesale businesses

Streamline your quote-to-cash process and make informed decisions with a comprehensive, interconnected, and mobile ERP solution specifically designed for wholesale distribution businesses.

Acumatica Cloud ERP
For manufacturing industries

Streamline operations and enhance productivity with a cloud-based manufacturing ERP that centralizes all manufacturing processes and offers a customized solution for your business.

Acumatica Cloud ERP
For retail-commerce businesses

Streamline your retail and eCommerce operations with a cloud ERP solution that seamlessly integrates your front-end and back-end. Provide a seamless omnichannel experience to your customers and increase efficiency, while retaining the flexibility to customize the solution to meet your unique needs.

Acumatica Cloud ERP
For service  industries

Grow your business and streamline operations with a comprehensive service management ERP solution tailored for construction, manufacturing, wholesale distribution, and field service companies. Enhance your consulting and business services with the Project Accounting application.

Acumatica Cloud ERP
For various businesses

With its cloud-based architecture and robust technology platform, Acumatica ERP is designed to meet the needs of a wide range of industries, delivering flexible and adaptable solutions for businesses of all sizes.

What are the benefits of a cloud base ERP like Acumatica

Acumatica being cloud-based provides several benefits:

  1. Accessibility: Acumatica can be accessed from anywhere with an internet connection, allowing for greater flexibility and collaboration among teams.

  2. Scalability: The cloud-based infrastructure allows for easy scalability, ensuring that the system can grow with the company's needs.

  3. Security: With cloud-based ERP, sensitive data is stored in secure data centers managed by Acumatica, reducing the risk of data loss or theft.

  4. Cost-effectiveness: Cloud-based ERP eliminates the need for expensive hardware, software and IT resources, providing cost savings for the company.

  5. Up-to-date technology: Acumatica continuously updates its cloud-based platform, ensuring that companies have access to the latest technology and features

Overall, the cloud-based nature of Acumatica provides increased efficiency, mobility, and security for businesses, making it a cool choice for modern companies.

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CAPTIVEA is an Acumatica VAR partner

Acumatica Cloud ERP software is a comprehensive ERP solution designed to serve a wide range of industries. However, unlike other software providers, Acumatica has no direct sales team. Instead, the company has opted to sell its products exclusively through its global network of Value Added Resellers (VARs). These VARs are experienced in selling and implementing Acumatica and are well-positioned to help organizations achieve their goals through the use of the software.

CAPTIVEA is one such VAR and has had success in the midmarket. As a VAR partner of Acumatica, CAPTIVEA has a deep understanding of the product and the industries it serves. With more than 15 years in ERP implementation and ERP integration around the world, our knowledge allows us to provide clients with the best possible experience, from sales to implementation and beyond.

In addition to its expertise in Acumatica, CAPTIVEA is committed to providing exceptional customer service. The company understands that businesses have unique needs, and is dedicated to working with clients to ensure that their requirements are met. Whether it's through customization, integration, or training and support, CAPTIVEA is committed to helping its clients achieve their goals and maximize the value they get from their investment in Acumatica.

Ultimately, by choosing to work with CAPTIVEA, organizations can benefit from the expertise and experience of an experienced VAR partner of Acumatica. With a focus on the midmarket and a commitment to customer service, CAPTIVEA is well-positioned to help organizations achieve their goals and maximize the value of their investment in Acumatica.

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